North Star Asset Management Inc

North Star Asset Management, Inc. is an independent investment advisory firm founded in June 1996, based in Neenah, Wisconsin. The firm specializes in providing strong investment results and personalized service at a reasonable cost. They are registered with the Securities & Exchange Commission and offer ongoing investment advice on a discretionary/non-discretionary basis to individual and institutional clients. Managed assets totaled $2.7 billion on a discretionary basis and $12.9 million on a non-discretionary basis as of December 31, 2021. The firm's fee structure is based on a percentage of assets under management, with fees generally subject to an annual minimum. NSAM offers advice on various types of investments, including stocks, bonds, mutual funds, and more. The firm's investment strategies focus on long-term investing, with low portfolio turnover and a disciplined approach to selecting consistent growth companies. NSAM's team of investment professionals utilizes fundamental analysis and proprietary valuation models to customize portfolios for clients. The firm's employees hold various professional certifications, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Public Accountant (CPA). The Chief Compliance Officer is Karen M. Jochman, IAACP sm. The firm has no disciplinary history and operates with high ethical standards and transparency.